VAT Return Manager (MTD) - How to Install on your Computer
NJT VAT Return Manager (MTD)
(Bridging software for online filing of the MTD compliant VAT Returns to Her Majesty's Revenue and Customs)
How to Install on your Computer & Configure Excel
The software is compatible with Microsoft Windows and Microsoft Excel.
The software is Not compatible with Apple Mac Computers, OpenOffice or LibreOffice.
Minimum System Requirements
Microsoft Windows: Windows 7 onwards. Both Windows '32-bit' and '64-bit' versions are supported.
Note: All 'Important' Windows & Microsoft Updates should be installed, particularly for Excel 2007, 2010 & 2013.
The most effective way to do this is to configure your computer to install 'Windows' Updates automatically
and to tick the 'Microsoft' options box.
For Windows 7 & 8, Open Windows 'Control Panel', click on 'Windows Update', then 'Change Settings'
& then turn-on 'Give me updates for Microsoft products ...'.
For Windows 10, Open Windows 'Settings' app, then click on 'Windows Settings', then 'Update & Security', then 'Advanced Options'
& then turn-on 'Give me updates for other Microsoft products ...'.
Web Browser: Since the version 2.0 release, it is no longer compulsory to use the Microsoft Internet Explorer.
The bridging software now automatically launches your default Web Browser when required.
Microsoft Excel: Excel 2007 (service pack 3), Excel 2010 (service pack 2) and Excel 2013 (service pack 1) onwards.
Note: Now supports both '32-bit' and '64-bit' versions of Microsoft Excel.
Plus a reliable internet connection.
Microsoft 'End of Support' Dates
When Microsoft products reach their 'End of Support' dates, they are no longer supported and do not receive security updates.
It is therefore recommended that you upgrade to later products before these dates.
Windows 7 - 14th January 2020
Windows 8.1 - 10th January 2023
Office 2007 - 10th October 2017
Office 2010 - 13th October 2020
Office 2013 - 11th April 2023
Office 2016 - 14th October 2025
Important Note for Bit Defender users
In July 2020, a new version of Bit Defender was released, which may now display incorrect error messages and prevent the NJT software from operating.
You may receive error messages as follows:
"Infected web resource detected" to https://neilsonjamestech.co.uk as accessed by EXCEL.EXE
"Infected web page detected" at https://neilsonjamestech.co.uk"
For information, the NJT Website is a secure website with a valid certificate. All NJT software is virus scanned using Windows Security, Malwarebytes and SuperAntiSpyware
before release. Additionally, the NJT software operates normally on computers protected by other 'main stream' Antivirus/AntiMalware solutions.
It appears that Bit Defender simply does not like Excel applications directly accessing the Internet via embedded software. Which of course is the intended purpose of the NJT software.
How to Resolve the Issue
Open the Bit Defender Console
Under "Online Threat Prevention" - Manage Exceptions Add "https://neilsonjamestech.co.uk"
Then save the configuration.
Important Note for OneDrive users
OneDrive is designed for synchronising or 'real-time collaboration' of single files, for example Excel workbooks.
OneDrive is not designed for applications like the NJT software, therefore it is recommended that you locate the NJT software outside the OneDrive folder.
Although the NJT software may run, you may encounter synchronisation issues as the NJT software actively creates and updates files located within
the pre-defined sub-folders.
Where OneDrive is configured to 'Collaborate on documents in real time', all files are accessed directly from the OneDrive cloud server.
(This now appears to be the default setting following a recent Microsoft update).
I.e. the folder location starts with 'https://'.
As a result, the NJT software will not function as it does not have the necessary permissions to maintain files and folders.
From Version 5.2 of the NJT software, a message is displayed upon start-up.
How to Remove the 'Collaborate on documents in real time' setting within OneDrive
Close the NJT software where loaded.
Within OneDrive, click on '... More'.
Click on 'Settings'.
Click on the 'Office' tab.
Untick the box within the 'File Collaboration' section.
Note: You may need to close then open OneDrive.
Open the NJT software.
Important Note for Excel 2007, 2010 & 2013 users
Early releases of Excel 2007, 2010 & 2013 contained serious errors and security issues. Some of these errors may not be encountered during normal use.
However, the bridging software uses certain advanced features of Excel, which will trigger these errors.
Consequently, all 'Important' Windows & Microsoft updates should be installed as described above.
Important Note for DropBox users
There is an outstanding defect in DropBox that affects certain installations of Microsoft Excel.
Within the NJT software, when you click on the 'Save & Close' button, you are prompted to 'Enter a Password'
and Excel freezes.
Click on the 'Gear' icon.
Then select 'Preferences'.
Change the 'DropBox Badge' setting to 'Never Show'.
How to Install
Create New Folder
Create a new folder on your computer. For example, "C:\My MTD VAT Returns".
Tip: You may wish to create a shortcut on your Windows Desktop, which points to this folder.
Note: The actual file name of the software will change when subsequent versions are released,
so the shortcut needs to point to the Folder and not the file.
Change Excel Configuration (Options/Trust Centre)
Microsoft has taken a much tighter approach to software security. As a result of this, some Excel features are disabled during initial installation.
In order for the VAT Return Manager to function correctly, a few changes are required within the Excel Options.
Open a blank workbook in Excel. (For recent versions of Excel, Click on 'File' menu, then 'Options', then 'Trust Centre' then click on 'Trust Centre Settings'). Note: For Office 2007, Click on the 'Office' button as the 'File' menu does not exist.
Trusted Locations: Add the 'Location' of the folder where you saved the workbook,
(For example, "C:\My VAT Returns"). Also tick the box 'Subfolders'.
Macro Settings: Tick the box 'Trust Access to the VBA project model'.
Then, click on the 'OK' button.
Finally, Exit Excel.
Download Software to Folder
Download the 'NJT VAT Return Manager (MTD)', then (move or save) it to the folder you have just created.
Click on the button to download the MTD VAT Return Manager (Live evaluation).
(For further information on purchasing, see the 'Software Purchase & Renewal' section via the menu item 'VAT Return Manager (MTD)'.
Note 1: The download process may vary depending upon which Interent browser you use and the browser's configuration.
Note 2: It is important that you store the workbook within it's own folder
as certain sub folders are automatically created when it is opened.
Important Note:Under certain circumstances the software file may remain 'Blocked' or 'Read-only':
Open File explorer or Windows Explorer and navigate to the folder containing the software.
Right click on the software file then click on 'Properties'.
Remove the tick in the 'Read-Only' box where necessary.
Unblock the file by clicking on the 'Unblock' button or 'Unblock' Tick box where necessary.
Finally, Open the 'NJT VAT Return Manager (MTD)' workbook and follow the on-screen instructions.
Free Remote Support from NJT
If you are having difficulties installing the software, then you can contact NJT and arrange for assistance via the 'Remote log-in' service.
Run the software, then telephone NJT and give the 9-digit code when requested.
NJT will then remotely access your computer.
When the remote access session is complete, disconnect then exit the software.
Files created by this software are organised using a preset folder structure. Sub folders are created automatically within
the folder where the workbook is located. It is recommended that the VAT Return workbook is stored in a specific folder. For example,
"C:\My MTD VAT Returns".
The sub folder "\Archive" is automatically created when you first use the software.
After you have updated to a new version, this may be a convenient location to store your previous version.
This may avoid confusion as to which is your latest version.
When a draft or finalised VAT Return is saved as a PDF file it is stored, by default, to the sub folder "\Receipts".
However, For each Taxpayer, the folder location can be changed, essentially allowing you to store the PDF receipts in any accessible location.
Once changed, the new folder location becomes the default for that Taxpayer.
During each VAT Return submission, copies of the full submission and HMRC response are saved to the sub folder "\Evidence".
These files are stored in Text and JSON format and can be viewed using a 'Text' editor such as NotePad or WordPad.
Data Backup Folder:
Each backup created by the 'Backup Data' routine is stored in the sub folder "\Backup".
When you Import a VAT Return from, for example an Excel workbook, the routine first searches in the sub folder 'Import'.
This may be a convenient location to store the files.
However, For each Taxpayer, the file folder location is saved automatically after each import,
therefore you can essentially store the files in any accessible location. This folder location then becomes the default for future imports.
The sub folder "\Bin" is used to store technical log files created by the software.
These log files may assist in the resolution of technical issues that may occur during the use of the software.